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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,162 | $78,694-90.9% | $67,652-89.4% | $125,389-94.3% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,834 | $3,044-39.7% | $2,266-19.0% | $4,866-62.3% |
| Participant deferral / active EE | $5,270 | $4,292+22.8% | $3,560+48.0% | $5,352-1.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |